Customer Account Executive

About the Role TeamDynamix is seeking a dedicated, driven Customer Account Executive to join our remote Customer Success team. In this role, you will own and grow a portfolio of existing customer accounts with a strong emphasis on revenue expansion. You will thrive in a fast-paced, high-growth environment, skillfully navigating complex customer needs, negotiating commercial outcomes, and consistently delivering value for both customers and the business. The ideal candidate brings a sales-first mindset, proven ability to generate opportunities within existing accounts, and deep experience in ITSM, ESM, PPM, iPaaS, or related workflow technology solutions. Own and manage a book of existing customers, driving account expansion, and long-term growth. Partner with customers to develop and execute win-win negotiation strategies that maximize contract value while strengthening trusted relationships. Identify and map buying influencers, decision-makers, budgets, and purchasing criteria within assigned accounts. Develop deep expertise in TeamDynamix’s products & licensing models, enabling confident guidance during commercial discussions. Proactively engage customers to uncover needs for consulting, implementation, and professional services. Collaborate closely with Solutions Engineers to lead discovery conversations, position solutions, and deliver product demonstrations for expansion opportunities. Generate and qualify new opportunities within assigned accounts through proactive prospecting and strategic outreach. Maintain accurate pipeline management, forecasting, and CRM hygiene. About You Highly competitive mindset: You thrive in environments with aggressive growth targets and bring urgency, persistence, and a drive to win. Sales-driven and expansion-focused: You enjoy uncovering whitespace and closing meaningful expansion deals. Personable and credible: You build trust quickly and maintain strong relationships across organizations. Responsive and reliable: You understand that strong follow-up and consistency drive customer confidence. Consultative problem-solver: You ask thoughtful questions, listen actively, and align solutions to real business outcomes. Exceptional team player: You collaborate closely with Sales, Solutions, and Services to deliver a unified customer experience. Persistent and creative in follow-up: You add value at every touchpoint and stay top-of-mind with customers. About Your Qualifications Associate degree required; bachelor’s degree preferred. 3–5+ years of quota-carrying SaaS sales experience with expansion or account management focus. Highly preferred: Experience in ITSM, ESM, PPM, iPaaS, or related workflow technology markets. Proven track record of driving expansion sales within existing enterprise accounts, particularly within public sector organizations. Experience using Salesforce to manage pipeline, forecast revenue, and track customer engagement. Excellent active listening, critical thinking, and objection-handling skills. Exceptional time management and organizational abilities. Team-oriented with a proven ability to collaborate across sales, solutions, and services teams. Ability to travel multiple times per year. What We Offer Competitive compensation that reflects employees’ skills and contributions. Comprehensive health insurance plans. Wellness programs that promote physical and mental well-being. Traditional and Roth 401(k) savings options with company match. Remote-first with flexible working hours. Prioritized work-life balance, with 15 observed days off in addition to PTO. Family-friendly policies including paid parental leave. Paid life insurance, short-term, and long-term disability insurance. Regular acknowledgement of achievements with recognition programs. Counseling services and resources for personal and professional challenges. Transparent communication about company goals, strategy, and performance. Regular feedback sessions and performance reviews. Anti-bias and anti-harassment training programs. Trust and autonomy in decision-making within your role. Work environment that encourages you to be your authentic self. Flat management structure with approachable leaders who want to hear your feedback. Backed by two private equity firms that invest in high-growth private companies across North America. Diversity At TeamDynamix, our goal is to create a remote environment which celebrates the differences that make us, us. We strive to create an inclusive and equitable space, but we realize we don’t always get it right. We’re continually working together to create mutual respect and opportunities to learn from one another and we encourage people of color, women, individuals with disabilities and LGBTQIA+ individuals to apply. We’re looking for team members located in the U.S. regardless of race, ethnicity, age, national origin, marital status, parental status, veteran status, citizenship status, gender, gender-identity/expression, sexual orientation, disability, genetic information and any other protected or unprotected class we may have missed. Did we miss anyone? Let us know and we’ll add it here. Equal Opportunity Statement TeamDynamix is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need. We also maintain a drug-free workplace. Privacy Policy Our privacy practices can be found here . For Rhode Island Applicants: TeamDynamix is subject to the provisions of the Workers’ Compensation Act.